13F HOLDINGS REPORT
NEXT CENTURY GROWTH INVESTORS LLC
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001134007-25-000007
Total Value
$1.12B
Positions
123
Other Managers
1
Confidential Omitted
No
Holdings (123)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GeneDx Holding Corp | WGSWW | 417,037 | $36.9M | 3.29% |
| 2 | Paymentus Holdings | PAY | 1,356,980 | $35.4M | 3.15% |
| 3 | Alignment Healthcare | ALHC | 1,886,505 | $35.1M | 3.12% |
| 4 | Astronics Corp | ATROB | 1,289,296 | $31.2M | 2.77% |
| 5 | Par Technology | PAR | 500,820 | $30.7M | 2.73% |
| 6 | Grid Dynamics Holdings Inc. | GDYN | 1,798,071 | $28.1M | 2.50% |
| 7 | Universal Technical Institute | UTI | 1,049,742 | $27.0M | 2.40% |
| 8 | Vericel Corp | VCEL | 582,535 | $26.0M | 2.31% |
| 9 | Artivion Inc | AORT | 1,022,775 | $25.1M | 2.24% |
| 10 | IRhythm Technologies | IRTC | 208,220 | $21.8M | 1.94% |
| 11 | Kinsale Capital Group | 49714P108 | 40,598 | $19.8M | 1.76% |
| 12 | RBC Bearings Inc | RBC | 61,148 | $19.7M | 1.75% |
| 13 | Saia Inc | SAIA | 54,338 | $19.0M | 1.69% |
| 14 | Ollie's Bargain Outlet | 681116109 | 161,951 | $18.8M | 1.68% |
| 15 | ACV Auctions | ACVA | 1,328,308 | $18.7M | 1.66% |
| 16 | Exlservice Holdings Inc. | EXLS | 388,463 | $18.3M | 1.63% |
| 17 | Innodata Inc | INOD | 502,053 | $18.0M | 1.60% |
| 18 | Q2 Holdings | QTWO | 224,703 | $18.0M | 1.60% |
| 19 | MYR Group Inc | MYRG | 154,510 | $17.5M | 1.55% |
| 20 | Alphatec Holdings Inc | ATEC | 1,678,678 | $17.0M | 1.51% |
| 21 | Xometry Inc | XMTR | 664,292 | $16.6M | 1.47% |
| 22 | MACOM Technology Solutions Hol | 55405Y100 | 150,404 | $15.1M | 1.34% |
| 23 | Global-E Online | GLBE | 410,240 | $14.6M | 1.30% |
| 24 | Veracyte Inc | VCYT | 476,216 | $14.1M | 1.26% |
| 25 | Clearwater Analytics Holdings | CWAN | 526,761 | $14.1M | 1.26% |
| 26 | Apple Computer Inc | AAPL | 62,918 | $14.0M | 1.24% |
| 27 | Limbach Holdings | LMB | 184,426 | $13.7M | 1.22% |
| 28 | Carpenter Technology | CRS | 74,209 | $13.4M | 1.20% |
| 29 | Waystar Holdings | WAY | 356,224 | $13.3M | 1.18% |
| 30 | Lattice Semiconductor Corp | LSCC | 227,482 | $11.9M | 1.06% |
| 31 | Alkami Technology | ALKT | 452,284 | $11.9M | 1.06% |
| 32 | Microsoft Corp. | MSFT | 31,564 | $11.8M | 1.05% |
| 33 | Lincoln Educational Services | 533535100 | 738,923 | $11.7M | 1.04% |
| 34 | Vertex Inc | VERX | 333,845 | $11.7M | 1.04% |
| 35 | Dutch Bros Inc | BROS | 185,486 | $11.5M | 1.02% |
| 36 | Penumbra | PEN | 41,579 | $11.1M | 0.99% |
| 37 | Nvidia Corporation | NVDA | 101,700 | $11.0M | 0.98% |
| 38 | FTAI Aviation | FTAIN | 97,500 | $10.8M | 0.96% |
| 39 | Western Alliance Bancorp | WAL-PA | 139,874 | $10.7M | 0.96% |
| 40 | Guidewire Software | GWRE | 52,754 | $9.9M | 0.88% |
| 41 | Pinnacle Financial | 72346Q104 | 92,117 | $9.8M | 0.87% |
| 42 | Paycor HCM | 70435P102 | 433,661 | $9.7M | 0.87% |
| 43 | Aaon Inc | AAON | 124,390 | $9.7M | 0.86% |
| 44 | Avepoint Inc | AVPT | 666,684 | $9.6M | 0.86% |
| 45 | Amazon.Com | AMZN | 49,699 | $9.5M | 0.84% |
| 46 | Sterling Infrastruture | STRL | 81,387 | $9.2M | 0.82% |
| 47 | Mirum Pharmaceuticals | MIRM | 195,341 | $8.8M | 0.78% |
| 48 | HealthEquity | HQY | 98,268 | $8.7M | 0.77% |
| 49 | Byline Bancorp | BY | 329,919 | $8.6M | 0.77% |
| 50 | Loar Holdings | LOAR | 115,359 | $8.2M | 0.72% |
| 51 | Intapp | INTA | 136,679 | $8.0M | 0.71% |
| 52 | Paylocity Corp | PCTY | 41,193 | $7.7M | 0.69% |
| 53 | StandardAero Inc | SARO | 280,661 | $7.5M | 0.67% |
| 54 | Quinstreet Inc | QNST | 419,002 | $7.5M | 0.66% |
| 55 | SEMrush Holdings | SEMR | 796,151 | $7.4M | 0.66% |
| 56 | Procept Biorobotics | PRCT | 127,073 | $7.4M | 0.66% |
| 57 | Biolife Solutions | BLFS | 309,686 | $7.1M | 0.63% |
| 58 | Alphabet Inc-Cl A | GOOG | 45,473 | $7.0M | 0.63% |
| 59 | Cushman and Wakefield | CWK | 687,195 | $7.0M | 0.62% |
| 60 | Cyberark Software | M2682V108 | 20,703 | $7.0M | 0.62% |
| 61 | Argan Inc | AGX | 51,140 | $6.7M | 0.60% |
| 62 | Meta Platforms, Inc. | META | 11,297 | $6.5M | 0.58% |
| 63 | Bowhead Specialty Holdings | BOW | 157,456 | $6.4M | 0.57% |
| 64 | Goosehead Insurance | GSHD | 52,840 | $6.2M | 0.55% |
| 65 | Mama's Creations | 56146T103 | 942,144 | $6.1M | 0.55% |
| 66 | Skyward Specialy Insurance Gro | 830940102 | 111,604 | $5.9M | 0.53% |
| 67 | Costco Wholesale Corp | 22160K105 | 6,241 | $5.9M | 0.53% |
| 68 | Potbelly Corporation | 73754Y100 | 618,591 | $5.9M | 0.52% |
| 69 | Great Lakes Dredge & Doc | GLDD | 665,282 | $5.8M | 0.51% |
| 70 | Kornit Digital Ltd | KRNT | 302,547 | $5.8M | 0.51% |
| 71 | Intuitive Surgical Inc. | ISRG | 11,343 | $5.6M | 0.50% |
| 72 | Knight-Swift Transportation Ho | 499049104 | 127,559 | $5.5M | 0.49% |
| 73 | Progressive Corp | 743315103 | 19,434 | $5.5M | 0.49% |
| 74 | Boeing Co | BA-PA | 32,038 | $5.5M | 0.49% |
| 75 | Hexcel Corp | 428291108 | 96,904 | $5.3M | 0.47% |
| 76 | Coherent Corp | COHR | 79,223 | $5.1M | 0.46% |
| 77 | Blend Labs | BLND | 1,521,648 | $5.1M | 0.45% |
| 78 | Care Dx | CDNA | 274,874 | $4.9M | 0.43% |
| 79 | Goldman Sachs Group Com | GSCE | 8,593 | $4.7M | 0.42% |
| 80 | Shopify Inc | SHOP | 47,519 | $4.5M | 0.40% |
| 81 | Snowflake Inc | SNOW | 30,893 | $4.5M | 0.40% |
| 82 | Covenant Logistics Group | CVLG | 198,384 | $4.4M | 0.39% |
| 83 | Weave Communications | WEAV | 387,817 | $4.3M | 0.38% |
| 84 | Howmet Aerospace | HWM | 33,099 | $4.3M | 0.38% |
| 85 | RxSight Inc | RXST | 163,359 | $4.1M | 0.37% |
| 86 | Bridgewater Bancshares | BWBBP | 294,307 | $4.1M | 0.36% |
| 87 | Netflix.com | NFLX | 4,373 | $4.1M | 0.36% |
| 88 | Ceribell | CBLL | 204,129 | $3.9M | 0.35% |
| 89 | Orion Group Holdings | ORN | 711,372 | $3.7M | 0.33% |
| 90 | Credo Technology Group Holding | CRDO | 85,437 | $3.4M | 0.31% |
| 91 | Applovin | APP | 12,735 | $3.4M | 0.30% |
| 92 | TWFG Inc | TWFG | 107,736 | $3.3M | 0.30% |
| 93 | Visa Inc | V | 9,433 | $3.3M | 0.29% |
| 94 | JFrog | FROG | 102,462 | $3.3M | 0.29% |
| 95 | M-Tron Industries | 55380K109 | 70,606 | $3.1M | 0.28% |
| 96 | ServiceNow Inc | NOW | 3,881 | $3.1M | 0.27% |
| 97 | Sitime Corp | SITM | 19,458 | $3.0M | 0.26% |
| 98 | Broadcom | AVGO | 17,503 | $2.9M | 0.26% |
| 99 | Arteris | AIP | 407,721 | $2.8M | 0.25% |
| 100 | Mastercard Inc | MA | 5,033 | $2.8M | 0.25% |
| 101 | Wingstop | WING | 11,161 | $2.5M | 0.22% |
| 102 | Vertiv Holdings | VRT | 30,854 | $2.2M | 0.20% |
| 103 | Olo | 68134L109 | 354,256 | $2.1M | 0.19% |
| 104 | Tyler Technologies | TYL | 3,630 | $2.1M | 0.19% |
| 105 | Arcbest Corporation | ARCB | 29,363 | $2.1M | 0.18% |
| 106 | Crowdstrike Holdings Inc | CRWD | 5,774 | $2.0M | 0.18% |
| 107 | Endava Plc | DAVA | 98,852 | $1.9M | 0.17% |
| 108 | Kura Sushi USA | KRUS | 37,337 | $1.9M | 0.17% |
| 109 | Proficient Auto Logistics | PAL | 228,329 | $1.9M | 0.17% |
| 110 | Carvana | CVNA | 8,977 | $1.9M | 0.17% |
| 111 | Tesla Motors Inc | TSLA | 7,141 | $1.9M | 0.16% |
| 112 | Arm Holdings | 042068205 | 16,916 | $1.8M | 0.16% |
| 113 | Quanta Services | 74762E102 | 6,991 | $1.8M | 0.16% |
| 114 | Boston Scientific Corp | BSX | 17,569 | $1.8M | 0.16% |
| 115 | Spotify Technology | SPOT | 3,037 | $1.7M | 0.15% |
| 116 | Axon Enterprise | AXON | 3,098 | $1.6M | 0.14% |
| 117 | Atlassian Corp | TEAM | 7,344 | $1.6M | 0.14% |
| 118 | Salesforce | CRM | 5,690 | $1.5M | 0.14% |
| 119 | Cadence Design Sys Inc | CDNS | 5,658 | $1.4M | 0.13% |
| 120 | Marvell Technology | MRVL | 22,757 | $1.4M | 0.12% |
| 121 | Chipotle Mexican Grill | CMG | 16,614 | $834,188 | 0.07% |
| 122 | The Trade Desk | 88339J105 | 11,083 | $606,461 | 0.05% |
| 123 | M-Tron Industries - Warrants | 55380K125 | 70,606 | $0 | 0.00% |